Unclaimed Profile

Jennifer Lynn Schuette

PORTFOLIO DESIGN ADVISORS, INC.·ENGLEWOOD, Colorado

SIE, Series 7, Series 24, Series 27, Series 52TO, Series 53, Series 66, Series 99TOClean record21 years registeredPORTFOLIO DESIGN ADVISORS, INC.

9635 MAROON CIRCLE, ENGLEWOOD, CO 80112CRD# 2759403Firm CRD# 137789

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jennifer Lynn Schuette · ENGLEWOOD, CO

Registration

CRD #2759403 · PORTFOLIO DESIGN ADVISORS, INC. · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PORTFOLIO DESIGN ADVISORS, INC.

PORTFOLIO DESIGN ADVISORS, INC.

Jan 2017 – Jul 2024

Englewood, CO

PORTFOLIO DESIGN ADVISORS, INC.

Aug 2012 – Dec 2016

CENTENNIAL, CO

GENEOS WEALTH MANAGEMENT, INC.

Aug 2006 – Dec 2025

Englewood, CO

UNITED SECURITIES ALLIANCE, INC.

Jun 2005 – Jul 2006

GREENWOOD VILLAGE, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 27

Series 52TO

Series 53

Series 66

Series 99TO

Registration record

First registered · June 6, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PORTFOLIO DESIGN ADVISORS, INC.

CRD 137789 · SEC 801-64971

AUM

$39M

Regulatory assets under management

Employees

157 client accounts

Services offered by PORTFOLIO DESIGN ADVISORS, INC.

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at PORTFOLIO DESIGN ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Jennifer Lynn Schuette offer?

Jennifer Lynn Schuette specializes in Investment Management, Fee-Only Advisory.

What are Jennifer Lynn Schuette's credentials?

Jennifer Lynn Schuette is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jennifer Lynn Schuette located?

Jennifer Lynn Schuette is based in ENGLEWOOD, Colorado, last registered with PORTFOLIO DESIGN ADVISORS, INC..

How does Jennifer Lynn Schuette charge for services?

Jennifer Lynn Schuette's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PORTFOLIO DESIGN ADVISORS, INC.?

PORTFOLIO DESIGN ADVISORS, INC. has approximately 4 employees and manages $39M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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